Turn Trial Balances Into Board-Ready Insights.

Generate dashboards, financial statements, cash flow reports, ratio analysis and AI commentary from one connected workspace.

⚡
Upload Your DataConnect Google Sheets or Excel and bring your trial balance into SolveARC.
📊
Generate ReportsCreate financial statements, dashboards, cash flow reports and management views.
🔎
Analyze PerformanceReview ratios, trends, variances, credit risk and supporting schedules.
🧠
Get AI CommentaryProduce CFO-style commentary, board narratives and action recommendations.
No credit card required. Continue at $9.99 per company / per month after trial.
Financial Reporting & AI Insights Platform
Connect your SolveARC template, review monthly statements, drill into supporting lines, and move into board-ready insight without rebuilding the numbers in the app.

What You Get

Financial statements, dashboards, cash flow reports, ratio analysis, AI commentary and export-ready management outputs.

Built For

Finance managers, CFOs, auditors, consultants, founders and business owners who need faster reporting without rebuilding Excel packs every month.

How It Works

Download the template, save it as Google Sheets, upload your trial balance, connect your workspace and generate reports.

Privacy Policy Terms of Service
New to SolveARC? Start a free 30-day trial or contact us for onboarding support.
SolveARC

Turn Trial Balances Into Board-Ready Insights In Minutes.

Connect your approved Google Sheet and instantly generate financial statements, dashboards, ratio analysis, cash flow insights, board packs and AI-generated commentary — all in one secure workspace.

Financial Reporting & AI Insight Platform
See the true month, not just cumulative YTD views
Turn live finance data into board-ready commentary
See AI insight, risk, margin and cash signals in one place
①

Download & Configure Template

Download the SolveARC template, save it as Google Sheets, define your Chart of Accounts and prepare your Trial Balance.

→
②

Connect Your Workspace

Owners connect the approved Google Sheet once. Team members inherit access through Workspace Management.

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③

Generate Reports & Dashboards

After you sync your Google Sheet, SolveARC automatically builds financial statements, cash flows, ratio analysis, Command Center views, board dashboards and TB insights.

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④

Get AI Commentary

Generate CFO commentary, variance analysis, board narratives, financial insights and action recommendations.

Multi-Workspace Management Google Sheets Integration AI Financial Commentary Board Reporting Suite Executive Dashboard Prompt Graphs Credit Risk Analysis Trial Balance Intelligence Team Collaboration
Financial Statements
Dashboards & KPIs
AI Financial Commentary
Multi-Workspace Collaboration
Trusted by finance teams, CFOs and business owners to transform raw accounting data into decision-ready insights.

Access Your Financial Workspace

Connect your data. Generate insights. Share decisions.

Secure access. Invited users sign in with Google and access only their approved workspaces.

Activate your account

You need an invitation to join. If you were invited, enter your email and set a new password.

⚡ Invite only. Only emails pre-approved by the administrator can create an account. If you need access, contact your SolveARC admin.
Privacy Policy Terms of Service
Data Room
USD
Ready
Reporting month
Company: —
+ Logo
A
Workspace

Data Room

Upload your SolveARC Reporting template or connect Google Sheets

⚡ SolveARC Quick Start

A compact setup path for laptop and mobile users: sign in, prepare the template, connect your company, refresh reports, and manage access.

📥Step 1

Sign In & Download Template

Sign in, open the Data Room, download the SolveARC Reporting Template, and save it as a Google Sheet.

Start here
🏢Step 2

Set Up Company Details

In the TB Dump Upload section, enter Company Name and Currency. SolveARC uses these details to identify, display, and connect your company.

Company NameCurrency
✅Step 3

Prepare & Validate Data

Set up the Chart of Accounts once per company. Validate in Chart of Accounts and TB Dump Upload before connecting or refreshing.

  • Categories, sub-sections, and model lines are assigned
  • Mapping Status displays OK
  • TB Upload rows display OK or OK - MATCHED BY NAME
🔄Step 4

Connect & Refresh

Company owners click Add Google Sheet, select the approved sheet from Google Drive, then click Refresh Latest after every source update.

Add Google SheetRefresh Latest
👥 Team Access
First-Time Members
  • Click Add Google Sheet
  • Select the same approved company sheet shared by the Workspace Owner
  • Click Refresh Latest
  • The company will appear in Company Access
Returning Users
  • Select the company from the company dropdown
  • Click Refresh Latest
  • No need to reconnect the sheet
Multiple Companies
  • Use the Company Selector in the top-left corner
  • Select the company you wish to analyze
  • Click Refresh Latest after switching
Workspace Management (Owners Only)

Workspace Owners can manage access from the Workspace section.

  • Invite Members
  • Remove Members
  • Manage company access permissions
  • Control who can access approved company sheets

Members can only access companies that have been shared with them by a Workspace Owner.

🔄

IMPORTANT REMINDER

Updated your Google Sheet? Always click Refresh Latest after trial balance updates, new accounts, mapping changes, month-end journals, or reporting period updates.

📊
Connect Google Drive
Authorise once in that browser — SolveARC will try to reconnect your Google Sheet session and auto-sync on future sign-ins. Your sheet should follow the SolveARC Template format.

Analysis Pipeline

Real-time parsing progress

Awaiting files 0%
--:--Ready. Upload files to begin.
🎬 SolveARC Academy

One quick video covers the full flow from first sign-in to a ready workspace.

▶

SolveARC Quick Start Video

Learn the complete workflow: sign in, download the reporting template, enter Company Name and Currency, prepare Chart of Accounts, validate mappings, connect Google Drive, refresh latest data, and manage workspace access.

▶ Watch Quick Start Video
Need Help Connecting? support@solvearcreporting.com

Dashboard

Choose year and month to view KPIs and charts.

Year
Month
Display
Show/hide
🔍 details
Revenue
—
Awaiting upload
🔍 details
EBITDA
—
Awaiting upload
🔍 details
GP% / EBITDA%
—
Awaiting upload
🔍 details
Cash at Bank
—
Awaiting upload

Financial Statements

Income Statement - Balance Sheet - Cash Flow - Audit Trail

TB Deep Dive i

Explore your Trial Balance in detail. Switch between views to analyse your data the way you need.

Total Accounts—Mapped accounts
Total Debits—Monthly Movement
Total Credits—Monthly Movement
Net Movement—Balanced
Unmapped Accounts—All accounts mapped
#Account CodeAccount NameCategoryAccount Type Raw TB / YTDSignMovementNormalized Display
Upload or sync your SolveARC template to populate the TB Deep Dive.
Note: Raw TB values remain exactly as uploaded. Movement is Current YTD minus Previous YTD for P&L accounts. Balance Sheet accounts show closing balances.

Financial Health Analysis

Scoring models and financial health from uploaded data

🔍 breakdown

Financial Distress Indicator (Altman Z score model)

Bankruptcy prediction model

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—
<1.81 Distress1.81–2.99 Grey>2.99 Safe

Upload data to compute.

🔍 breakdown

Health Score

—
—
score
—
Awaiting data

Financial Health Metrics

Parsed Values

All extracted financial figures

Mapping Center

Review how trial balance accounts are mapped into SolveARC reporting categories, statements and sign treatment.

Total Accounts—
Mapped—
Unmapped—
Mapping Health—
#Account CodeAccount NameMapped CategoryStatementSign RuleStatus
Upload or sync your template to populate mapping.
Recommended use: keep Mapping Center as the controller page for unmapped accounts, category review, statement classification and sign treatment.

Audit Trail

Month-by-month audit trail read from App_Error_Checks, including trial balance, balance sheet and cash flow reconciliation.

PASS—
FAIL—
NO DATA—
Selected Year—
MonthTrial BalanceBalance SheetCash FlowOverallAudit Summary
No checks loaded yet.
Audit trail is read from the workbook sheet App_Error_Checks. Trial Balance also validates TB Dump Upload column G for the selected month; zero means PASS.

Graph Studio

Create graphs from income statement, balance sheet, cash flow and financial ratio outputs.

Choose a source or prompt a graph to visualise your financials.

Ask AI

Dedicated chat for uploaded results, statements, ratios, checks and financial interpretation.

Detailed Read My Financials is inbuilt — it does not use your OpenAI token. Your backend token is only for live AI Q&A inside AI Analyst.

Keep the API key in Netlify environment variables only, never inside the browser HTML.

Prompt a graph

Prompt a graph to visualise your uploaded financials.
Quick Prompts
Summarise overall financial health with key numbers.
What are the top 3 liquidity risks right now?
Draft a board-level executive summary.
Is the business profitable? Explain EBITDA vs net profit.
What does the Financial Distress Indicator (Altman Z score model) tell us?
What management actions should be prioritised next quarter?
Summarise the main month-on-month performance movements.
Assess working capital adequacy. Formula: Current Assets minus Current Liabilities.
AI Financial Analyst
Protected AI + inbuilt finance engine
Welcome to AI Analyst. Ask about your numbers or any finance, accounting, banking, investment, or ratio concept.

Executive Summary

Editable board report — confirm to lock, then download as PDF

🔒 Summary confirmed and locked — ready for download.
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score
Health Score
—
Financial Distress Indicator (Altman Z score model)
—
Insufficient data
Key Snapshot
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Executive Overview
Run analysis to auto-generate. You can edit this text.
Financial Health Assessment
Health assessment will populate after analysis.
Risk Observations
Risk observations will populate after analysis.
Board Recommendations
Recommendations will populate after analysis.

Key Ratios

Admin Settings

User management, invites & API configuration

Users & Invites

Invite User (creates approved slot)

After adding, share the site URL. The user signs in with Sign In (if you set a temp password) or uses "Activate Account" tab to set their own password. Only approved emails can access the platform.

Invite Team Member to This Workspace

This adds the email to Supabase workspace_members for the current workspace. Their user_id is filled when they log in with the same email.

Activity Log

Backend AI configuration

Set the OpenAI key in Netlify environment variables and call it through a Netlify Function. Do not place the key inside this HTML or local browser storage.

Configured via protected backend connection.